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New Alpha/Alpha + Stock dropping in 1 day: A hidden gem transforming from B2B to B2C

A quick heads-up — we’re about to release a new stock recommendation for (opens in new tab)Alpha/Alpha + members in the next 1 day. Without revealing the name, here’s why we think this is worth your attention: A 30+ year legacy business that most investors have probably never looked at closely A founder-led company quietly transforming from a pure B2B supplier into a fast-scaling consumer-facing retail brand Revenue and profit have compounded at ~30% and ~35% respectively over the last 3 years,…

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Kuantum paper q1 fy 27

[Stock idea]: Kuantum Paper – Valuations approaching Covid-19 lows

Companies making paper have gone through tough times in the last few years. On one end they had to deal with higher raw material prices and on the other hand lower finished goods prices. The profits are tending towards cyclical lows and similarly the valuations on metrics like Price to book value and market cap to sales are also closer to covid-19 lows. Here are the notes from Kuantum’s Q1 FY27 earnings call and investor presentation, but before that: Spread…

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South West pinnacle Q1

[Stock idea]: South West Pinnacle – 289% PAT growth…3 numbers from this Q1 that most Investors will miss

South West Pinnacle Exploration just posted one of its best-ever quarters — revenue up 53.5% YoY, PAT up 289%. But the more interesting story is buried in the concall: a record order book, two live joint ventures in Oman, and a coal block that won’t generate revenue for two more years. Here’s what stood out when we went through the Q1 FY27 presentation and the July 22 earnings call, but before that: Spread the Word: If you think our stock recommendations…

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Oriental Rail Q1 FY 27

[Stock idea]: Oriental Rail – ₹1,692 Cr order book, 3x FY26 revenue — first-ever earnings call note

Most companies dodge questions about slowing growth. This one held its first-ever earnings call, took 8 rounds of analyst questions, and management stayed on the line explaining exactly why capacity utilization has been stuck — and what changes starting this quarter. We listened to Oriental Rail Infrastructure Limited’s Q1 FY27 concall and read through the investor presentation. Here’s what stood out, but before that: Spread the Word: If you think our stock recommendations could add value to your friends, relatives, or…

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